WealthBuilders Together Avaliações 335

I was originally attracted to Wealthbuilders when I came across them in an article on how to take more control of your Pension(s) through a SSAS. I'm reasonably knowledgeable about Financial Services but hadn't come across SSAS before, not surprising really as it sits outside of traditional financial services. Paul Brooks, SSAS Director at Wealthbuilders helped me with education, preparing myself to be SSAS ready, setting up the scheme, and a strategy for transferring existing pensions into the scheme. It's important to realise that involves hard work and responsibilities and Paul's knowledge, professional and ethical approach has been a great help.

Paul Brooks is an absolute superstar when it comes to SSAS and knowledge surrounding this area. He makes the complicated process feel a breeze in the way he puts it across.

Would recommend

Great podcast Chris - Kevin
Certainly a few things i have to "Get Round To" :-)
Good to listen and remind yourself of what your trying to achieve and where you are on the roadmap, even for those who have been on the road for a few years!
Thanks Again.

Been with WealthBuilders for nearly 2 years, must say I've been extremely impressed with their overall service and business values. Always act with extreme integrity and I would certainly recommend them for anyone wanting to take more control of their finances and pension.
Krishan

My wife and I have our own property business and wanted to set up a SSAS to facilitate the growth of our limited company and hence started our Due Diligence on how to go about it. If you've read this far you know the world of pensions, and especially SSAS, is complex and (in my opinion for us anyway) not something we wanted to do on our own. We contacted a few companies who work in this field and provide training and assistance, as well as helping you find the right professional trustee and administrator. After careful consideration we chose WealthBuilders to assist us and have not looked back or regretted the decision at all. This is complex stuff, and the way Wealth Builders set it all out really makes it all clear to understand. Don't get me wrong there's work for you to do, you need to understand this stuff otherwise you could fall foul of the rules, but their training builds from the bottom providing you the foundations to move forward, confident in your own knowledge, complemented by the ongoing support from the team. We'd definitely recommend WealthBuilders should you be about to embark in setting up your own SSAS.

A huuuuuuuuge thank you to Kevin Whelan, Paul Brooks and the Empowered/Wealthbuilders Teams for finally getting my old pension transferred into my new SSAS. I took 4 years doing my decision-making and they took less than 6 months!
#excited
#letsgoshopping
#propertyinvestor

As a wealth coach on the WB programme not only do I coach members on a 1-1 basis, but I also see the beneficial impact they get from the other features of the programme - in particularly the vast learning content and community within. Whenever anyone is stuck on something, it's almost certain that somebody from the WB community of coaches, partners, members, or even Kevin himself, will be able to help and solve.

When I stumbled across the Wealthbuilders podcast I felt a whole new world of relevant information had come my way! Im really enjoying them and have learnt a lot already. I usually listen to them on the drive into work and find that it gets me in the right frame of mind for the rest of the day.

I first came across WealthBuilders whilst undertaking my research into SSAS pensions, and through this community, I was referred to Kingswood Law IFA Ltd (as trusted partners) to advise on Relevant Life Cover.

I was most impressed with the service I received, and in particular, the exceptional service provided by Mike Smith (IFA) in dealing with my policies. My case was time-consuming and challenging to say the least, involving the need to approach numerous insurance providers directly to discuss cover and case specifics; yet Mike's wonderfully clear explanations, great patience, and relentless perseverance, made an otherwise impossible task possible. He is a true professional, extremely diligent in his work, and very personable to deal with. I would highly recommend him and the services of Kingswood Law...first class service.

Having started this recommendation mentioning the referral provided by WealthBuilders, it is only fair to point out that I subsequently joined the WealthBuilders community, and have also found this group to share the same traits of professionalism, diligence and service-value. My dealings with Paul Brooks (in assisting with my SSAS strategy), and interactions with Kevin Whelan, Christian Rodwell, Richiko Olrichs and (Mentor) Ian Halfpenny, have all been delivered to the same high standards.

The WealthBuilders team, its extensive network of trusted advisors, and its hugely diverse membership base, provides a truly valuable, and hugely supportive community for its members.

The WealthBuilders Academy experience has been fantastic for me starting my formal journey last year at the ripe old age of 47.

The education, support and community spirit of the WB team and the programme members has certainly help me accelerate my journey in both the property and pensions pillar in particular. It has given me laser focus to get to financial security, independence and abundance within 3-5 years as well as a pathway to step out of the corporate rat race.

Great value for money and time!

Joining Wealthbuilders has been one of the best decisions we have ever made in terms of building our wealth. Being able to network with such a great group of like minded, kind and generous people who are always there to offer support is invaluable. Our knowledge and confidence has increased exponentially and we know it is only a matter of time until we have achieved our financial goals. You can tell that Kevin and Christian love being part of peoples Wealth-building journey and it shows in the service they provide !

Having set up a SSAS and Ltd Company in 2019 for managing SA/Holiday lets I drifted around investment opportunities with the SSAS before joining WB Jan 2021. The focus and clarity plus support from the WB community have provided invaluable in using a loan back to help grow the business and to attract investors. Its an exciting 3-5 year journey that we are on and I look forward to working with WB in the years ahead.

I joined WealthBuilders just over 6 months ago. At that time I knew I wanted to be financially independent but I felt rudderless. I happened upon Kevin Whelan talking on Clubhouse and had to check out what WealthBuilders was all about.

And I am happy I did. Now I have a plan and I know where I am going! I created this with help from my wealth coach (we have monthly calls). There's a big emphasis on education and I spent most of those six months learning as much as I could about my pillar and strategies.

One of the best bits of the program is being held accountable for taking steps forward month in and month out. When I look back on what I have achieved I am astounded. I have got my will, LPA and insurances all in place. I feel like an adult! Ha!

Plus, the community is incredible! So supportive, warm and helpful.

I have known Kevin for a number of years after first seeing him present at a property event. I must admit, I was quite sceptical to start off as i'd had some bad advice in the past.

Kevin provided me with some key bits of information during a couple of phone calls regarding a SSAS in relation to my Father's pension, which resulting in us taking control of my Fathers pension and ultimately his retirement, which I will be forever grateful for. He now has a virtually perpetual income and an asset that is growing in value every year!

I am an avid listener to the Wealth Builders podcast and find it very inspirational and full of useful knowledge and advice as well as interviews with people that have successfully put strategies in place to improve their financial position and their lives.

I am also a member of the online community as well as the Facebook group which again is full of great content to support people looking to grow their wealth and reclaim their time.

Many thanks to Kevin and Christian for all their hard work!

I had followed Kevin for a number of years before deciding to jump onboard with WealthBuilders.

Yes, Kevin and his extended team are truly knowledgeable and always on hand to help, but the service they offer is so much more than that.

What has struck me is Kevin's personal touch. I ran into a problem, which it could have been argued was outside the scope of what I had signed up to.

Kevin, without any fuss jumped on a call. I'm so greatful to have been able to utilise you as a much needed sounded board that day Kevin - you boosted my confidence enormously too, rather than making me feel stupid over what had happened.

"thanks"

Joined wealthbuilders a year ago-with their support, I have started a business which is now generating almost as much as my day job! Wonderful, personalised support and Christian and Co are happy to bespoke their service to members as the time goes on.

Couldn't fault their service or knowledge. Expert guidance and advice every step of the way when setting up my SASS.

The world of financial management advice is full of individuals and businesses offering advice, the problem is a large number do not have the depth of skills and expertise to add real value despite taking a fee to do so. Thankfully there is a bright star in this industry - Wealth builders.

From the first phone enquiry phone call their support to me has been targeted, thorough and professional. 18 months after hearing about SSAS for the first time I now have mine set up and a clear strategy as to how to make the best of it. Both Kevin and Paul have worked hard to guide me on the journey, avoid pitfalls and ensure they understand what I am trying to achieve. An impressive outfit.

Hi Everyone
Just a quick post to say how grateful we are to have found this community. We were already retired early thanks to our pensions when we met Kevin Whelan. Since then we have embarked on this new wealth building adventure, joining the Academy in July.

Our primary pillar is property and SASS is definitely a future goal. In the meantime, we took the opportunity to review our existing SIPP pension arrangements.

A straightforward review with IFA Andy at Kingswood Law has delivered stunning results…

An annual saving in charges of £15,000!!!! For just a couple of hours of our time.

That's significant additional compound fund growth just by changing provider in line with our existing objectives and risk profile.

Absolutely brilliant. Confirmation that there are multiple levers to be pulled and the best confidence booster. Onwards and upwards….. 😁

Quite simply if you are looking to explore the world of SASS by moving it from a corporate pension scheme or a SIPP you cannot do it without the invaluable advice of the team at WealthBuilders.

The team of Kevin Whelan, Christian Rodwell, Paul Brooks and Garry Whelan together with their comprehensive on-line training modules gave me the tools I needed to know to make an informed decision around the complexities of a SASS. I do not believe you can go down the SASS route without having this team there to help in the process.

I would have no hesitation in recommending them to anyone who is looking to explore the SASS set up and having them there to provide sound knowledge and comfort along the way.